Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$527M
3
+$526M
4
BABA icon
Alibaba
BABA
+$503M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$449M

Top Sells

1
+$737M
2
+$642M
3
+$447M
4
DLTR icon
Dollar Tree
DLTR
+$438M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.96%
2 Financials 8.77%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$2.14M ﹤0.01%
43,286
+21,977
3327
$2.14M ﹤0.01%
42,377
-20,728
3328
$2.13M ﹤0.01%
164,316
+38,012
3329
$2.13M ﹤0.01%
78,338
+56,538
3330
$2.13M ﹤0.01%
177,955
-18,839
3331
$2.13M ﹤0.01%
60,206
+19,720
3332
$2.12M ﹤0.01%
77,487
+26,164
3333
$2.12M ﹤0.01%
135,507
-17,166
3334
$2.11M ﹤0.01%
23,083
-16,704
3335
$2.1M ﹤0.01%
122,443
+690
3336
$2.1M ﹤0.01%
146,164
+11,895
3337
$2.09M ﹤0.01%
213,792
-36,564
3338
$2.09M ﹤0.01%
161,684
-74,897
3339
$2.08M ﹤0.01%
201,531
+29,739
3340
$2.08M ﹤0.01%
145,641
-7,359
3341
$2.08M ﹤0.01%
45,024
-6,438
3342
$2.07M ﹤0.01%
172,426
-85,862
3343
$2.06M ﹤0.01%
3,467
+786
3344
$2.06M ﹤0.01%
131,214
-41,746
3345
$2.06M ﹤0.01%
59,627
-10,097
3346
$2.06M ﹤0.01%
82,736
-10,982
3347
$2.06M ﹤0.01%
299,197
-30,007
3348
$2.06M ﹤0.01%
29,908
+165
3349
$2.06M ﹤0.01%
63,837
+1,286
3350
$2.06M ﹤0.01%
98,230
-32,852
132 133
134
135 136